If the sentiments improve and with this new government in place, you will see increased ordering activity and they will be able to particip...

. Consumer sector as such has underperformed the market quite aggressively, so it is just a bounce up which is happening in the other names.

At every dip, you should buy those assets which are deleveraging plays, those assets which have an economic turnaround not yet built in.

It is very expensive when compared to in the previous cycle.It is trading at its average multiples thats why investors do not mind paying a...

There was expectation that things will do well but they have not done as well as what most people expected them to.

When you choose banks as an index or as a weight, then you ought to add some more public sector names in that. So, in public sector names y...

Adani Ports is one of the things which we are pushing. It is a business with solid earnings growth story.

If the poll results hold true to exit polls, then IT, pharma and consumers will become underweight and banks, capital goods and domestic cy...

Market rally is based on exit polls. If exit polls do not turn out to be correct and follow the past trends, then there will be lot of disa...

Market outlook: The positive returns in our markets are going to be driven by earnings growth and FII flows, says Anish Damania.

ITC remains a strong bet in the sector and will continue to outperform in the next one year, says Anish Damania.

If the market stays where it is right now I am pretty confident that it should go above Rs 4000 in the next 6 to 12 months, says Damania.

We still believe that this consolidation in the industry will continue and we are positive on the telecom stocks, says Anish Damania.

We do not see any strength in the economy for at least the next 12 to 18 months, says Anish Damania.

For the medium term, buy stocks from the IT sector on every weakness.

"If the economy continues to remain weak, then you will start seeing more and more restructurings and NPAs coming up," Anish Damania said.

The round of commentary from most of the guys is seemingly negative on IT sector, says Anish Damania, Emkay Global